AudienceView Unlimited Product Guides

To apply a filter to an existing group:

1.Open Application Security from the Desktop.

2.Select the Groups tab.
The Group|Search page appears.

3.Search for and select the group that you want to work with.
The Groups|Basic page appears.

4.Select the Search Filters tab.
The Group|Search Filter page appears.

5.Select the entity that you want to work with from the Assign Filters list.

6.Click 'Add Filter'.
A blank filter record displays.

7.Select either And or Or from the 'Operator Type' dropdown.

▪And: See result where all filters must be true

▪Or: See results where any filters are true
 
If you have only one filter for this subsystem, it does not matter which you choose. If you have multiple filters for this subsystem, ask yourself how you want the filters to be compared. Do you want to see results where all filters must be true (And operator) or results where any are true (Or operator).
If you have multiple And filters and multiple Or filters, all of the And filters are combined together and all of the Or filters are combined together, and the results where either is true, that is (filter 1 And filter 2) Or (filter 3 Or filter 4) are returned.

8.Select the appropriate filter type from the 'Type' dropdown. You are able to select from:

▪Has a Value: The field to have any value.

▪Is Blank: In cases where the field is blank.

▪Match Condition: To match the condition applied.

▪Match Condition (Session): To match the condition for the session.

▪Match Condition (include blanks): To match the condition and include any blanks in the field value.

9.Select the field on which you want to filter from the 'Base Name' dropdown.

10.Select a filter operator from the 'Filter Operator' dropdown.
The filter operator defines the way in which the Value is compared to the Base Name to determine if the record displays.

11.Enter a value in the 'Value' field to which the 'Base Name' is to be compared. Searching only applies to Session filtering.

12.For each filter that you want to add to the subsystem, repeat the process from Step 6.

13.Click 'Apply'.
A window confirms that the group was updated.

14.Click 'OK'.
A appears next to the subsystem name, indicating that the group has an search filter configured against it..

If you have added a search filter to a subsystem, you can delete it at any time.

To delete an existing group search filter:

1.Open Application Security from the Desktop.

2.Select the Groups tab.
The Group|Search page appears.

3.Search for and select the group that you want to work with.
The Groups|Basic page appears.

4.Select the Search Filters tab.
The Group|Search Filter page appears.

5.Select the subsystem that you want to work with from the list on the left side of the page.
A appears next to the subsystems that have a search filter.

6.Select the check box next to the search filter that you want to delete.

7.Click 'Apply'.
A window confirms that the group was updated.

8.Click 'OK'.

In this example, we will apply a filter to order that prevents groups from opening orders with a net value (including taxes) of $500.00 or more.

This filter will not prevent a group from creating an order for this amount.

In this example, the filter prevents pruchases by customers from the USA.

You can use filters to restrict groups' access to particular report templates or types of report templates. Filters applied to the Configured Report Template entity determine which reports are available to groups.

For more information on all of the generated reports, refer to the Core Reports.

In this example, we will apply a search filter to the Configured Report Template entity that prevents the group from viewing any accounting report.

For the group to be able to view and run reports, you must also grant the group execute and loadTemplate permission for the TSreportBO subsystem, and enable the Generated Parameters and Generated Reports content pages. Additional permissions are required to use some of the report criteria’s search functionality.

In this example, we will create a filter for the Order entity to filter orders by the group that created the order. This means, that when a user searches for orders, they will only see those orders created by the same user role.

The following table illustrates a search filter that filters orders based on their user role: